PA Local Tax Monthly/Quarterly Report

Employers with worksites located in Pennsylvania must withhold and remit local Earned Income Tax (EIT) and Local Services Tax (LST) on behalf of their employees working in the state.

Quarterly filings and remittances are due within 30 days of the end of each calendar quarter. However, employers with multiple worksites who have elected to remit to a single local tax collector must file and remit every month.

The PA Local Tax Monthly/Quarterly report includes the local tax file and detail report.

Menu Path

From the Human Resources menu, select State. From the PA Local Tax menu, select PA Local Tax Monthly/Quarterly Report.

Submission Period

Monthly or Quarterly

Prerequisites

Ensure that Location Codes are mapped to a Location PSD Code on the PA Location PSD Code Maintenance page if a work location PSD code is required for the selected report type.
Ensure a value is selected from the Employee Location Type field on the Human Resources Profile – State page.
Enter valid information on the Defined Page 31997 - Act 32 Data page.

Create File

Refer to Field Descriptions and enter valid information on the Local Monthly/Quarterly Tax Report page.
Click Accept.
Save the file and select OK.

Follow the state's submission procedures.

Field Descriptions

Field	Description
Report Type	Select the report type for your site’s file format. Valid values: EIT-Earned Income Tax LST-Local Service Tax If LST-Local Service Tax is selected, the Deduction Code(s) field displays.
Tax Authority	Select the tax authority for your site. If EIT-Earned Income Tax is selected in the Report Type field, the valid values are: 1 - Berkheimer 2 - Centre If this option is selected, the Centre Local Account Number field displays. 3 - Jordan If this option is selected, the Jordan Tax Service Account Number field displays. 4 - Keystone If this option is selected, the Keystone ID field displays. 5 - Cumberland County If this option is selected, the Cumberland County Account Number field displays. 6 - Berks If this option is selected, the Berks EIT field displays. 7 - Centax 8 - Philadelphia 9 - York Adams If this option is selected, the York Adams Account Number field displays. 10 - Capital If this option is selected, the Capital Account Number field displays. 11 - Lancaster If this option is selected, the Lancaster Account Number field displays. If LST-Local Service Tax is selected in the Report Type field, the valid values are: 2 - Centre 4 - Keystone 5 - Cumberland County 6 - Berks 9 - York Adams 10 - Capital 11 - Lancaster
Report Totals By	Select how totals are reported. Valid values: Quarterly Monthly
Deduction Code(s)	This field displays if LST-Local Service Tax is selected in the Report Type field. Do not select deduction codes starting with an asterisk (*).
Employer PSD Code	Select the employer PSD code. You must run this report for each employer location if multiple employer PSD codes are to be reported.
Tax Quarter	This field displays if Quarterly is selected from the Report Totals By options. Select the tax quarter. Valid values: First Quarter Second Quarter Third Quarter Fourth Quarter Year to Date This is for file output only and is not used to select tax amounts.
Tax Month	This field displays if Monthly is selected from the Report Totals By options. Select the tax month. Valid values: January through December Yearend This is for file output only and is not used to select tax amounts. Yearend refers to tax/earning amounts from the year-to-date fields.
Tax Year	Enter the reporting tax year. This is for file output only and is not used to select quarterly tax amounts. The default year is retrieved from the Transaction Date field on the Human Resources Profile page. When creating the report for the fourth quarter, you can enter the previous transaction date year.
Include Zero Wages and Taxes	Select to include employees with zero wages and taxes for the reporting period.
Centre Local Account Number	This field displays if 2- Centre is selected in the Report Type field. Centre Local Account Number for employers with multiple accounts for a single EIN.
Jordan Tax Service Account Number	This field displays if 3 - Jordan is selected in the Report Type field. JTS assigned employer account number.
Keystone ID	This field displays if 4 - Keystone is selected in the Report Type field. Keystone Collections Group ID # on the tax form received by the organization, no dashes.
Cumberland County Account Number	This field displays if 5 - Cumberland County is selected in the Report Type field. Cumberland County Tax Bureau account number, not federal EIN.
Berks EIT	This field displays if 6 - Berks is selected in the Report Type field. Berks EIT account number, six digits.
York Adams Account Number	This field displays if 9 - York Adams is selected in the Report Type field. EIT account number with the local collector or tax bureau, not federal EIN.
Capital Account Number	This field displays if 10 - Capital is selected in the Report Type field.
Lancaster Account Number	This field displays if 11 - Lancaster is selected in the Report Type field.
Location(s)	Select the employee location codes. Employees with one of the codes are included in the report. After creating a list, the values are stored for subsequent reports using the same report type.
Exclude Employee PSD Code(s)	Select the PSD codes to exclude. Employees with one of the codes are excluded from the report. After creating a list, the values are stored for subsequent reports using the same report type.